ADVISORY RESEARCH INC Diversified Active

CIK: 0000902584 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 12, 2021

Total Value ($000): $1,419,802 (100.0% shares, 0.0% debt)

Holdings (338)

FANG Diamondback Energy Incorporate 3.7%
Value ($000) $53,154 Shares 723,276 Est. Cost $58.27 Unrealized -4.6%
Denbury Incorporated 2.7%
Value ($000) $38,423 Shares 802,315 Est. Cost $47.89 Unrealized
DVN Devon Energy 2.5%
Value ($000) $34,889 Shares 1,596,742 Est. Cost $15.93 Unrealized 0.0%
JPM JPMorgan Chase & Co 2.3%
Value ($000) $32,199 Shares 211,517 Est. Cost $71.97 Unrealized +76.8%
VVV Valvoline Incorporated 1.9%
Value ($000) $26,555 Shares 1,018,588 Est. Cost $19.20 Unrealized +29.9%
CNNE Cannae Holdings Incorporated 1.7%
Value ($000) $24,433 Shares 616,677 Est. Cost $26.43 Unrealized +45.5%
Enstar Group Limited Shs 1.7%
Value ($000) $23,861 Shares 96,707 Est. Cost $160.91 Unrealized
BKU Bankunited Inc Com 1.6%
Value ($000) $22,190 Shares 504,886 Est. Cost $23.67 Unrealized +47.3%
ABBV Abbvie Incorporated 1.5%
Value ($000) $21,849 Shares 201,896 Est. Cost $74.72 Unrealized +19.0%
HUBB Hubbell Incorporated Class B 1.5%
Value ($000) $20,762 Shares 111,093 Est. Cost $127.15 Unrealized +25.4%
CMI Cummins Engine 1.4%
Value ($000) $20,229 Shares 78,069 Est. Cost $191.30 Unrealized +16.0%
RS Reliance Steel & Aluminum 1.4%
Value ($000) $19,945 Shares 130,965 Est. Cost $106.26 Unrealized +26.6%
Core Mark Holding Company Inco 1.3%
Value ($000) $19,119 Shares 494,175 Est. Cost $27.42 Unrealized
ESI Element Solutions Incorporated 1.3%
Value ($000) $18,514 Shares 1,012,270 Est. Cost $10.20 Unrealized +68.5%
ABG Asbury Automotive Group 1.3%
Value ($000) $18,420 Shares 93,741 Est. Cost $168.58 Unrealized 0.0%
Championx Corporation 1.3%
Value ($000) $18,379 Shares 845,796 Est. Cost $13.21 Unrealized
MDC Holdings 1.1%
Value ($000) $16,308 Shares 274,543 Est. Cost $24.99 Unrealized
Terminix Global Holdings Incor 1.1%
Value ($000) $16,012 Shares 335,909 Est. Cost $50.52 Unrealized
MET Metlife 1.1%
Value ($000) $15,855 Shares 260,819 Est. Cost $38.89 Unrealized +22.4%
Viper Energy Partners LP 1.0%
Value ($000) $14,489 Shares 995,097 Est. Cost $12.24 Unrealized
TechTarget Incorporated 1.0%
Value ($000) $14,442 Shares 207,941 Est. Cost $33.55 Unrealized
Tupperware Brands Corp 1.0%
Value ($000) $14,382 Shares 544,577 Est. Cost $28.30 Unrealized
SNA Snap On Incorporated 1.0%
Value ($000) $14,323 Shares 62,074 Est. Cost $158.12 Unrealized +9.8%
SM SM Energy Company 1.0%
Value ($000) $14,267 Shares 871,555 Est. Cost $19.49 Unrealized -39.5%
ACEL Accel Entertainment Inc 1.0%
Value ($000) $14,181 Shares 1,297,401 Est. Cost $10.72 Unrealized -0.1%
JNJ Johnson & Johnson 1.0%
Value ($000) $14,071 Shares 85,616 Est. Cost $106.63 Unrealized +32.0%
BC Brunswick Corporation 1.0%
Value ($000) $14,030 Shares 147,110 Est. Cost $49.45 Unrealized +68.0%
Sterling Bancorp/DE 1.0%
Value ($000) $14,006 Shares 608,436 Est. Cost $17.58 Unrealized
Rexnord Corporation 1.0%
Value ($000) $13,869 Shares 294,509 Est. Cost $26.27 Unrealized
UNH UnitedHealth Group Inc 1.0%
Value ($000) $13,700 Shares 36,820 Est. Cost $176.12 Unrealized +81.5%
Ruth's Hospitality Group Incor 1.0%
Value ($000) $13,585 Shares 547,135 Est. Cost $17.73 Unrealized
ING I N G Groep N V Adr 0.9%
Value ($000) $13,453 Shares 1,099,964 Est. Cost $8.49 Unrealized
CFG Citizens Financial Group 0.9%
Value ($000) $13,396 Shares 303,420 Est. Cost $25.38 Unrealized +33.6%
PCH PotlatchDeltic Corporation 0.9%
Value ($000) $13,174 Shares 248,933 Est. Cost $38.19 Unrealized
KSS Kohl's Corporation 0.9%
Value ($000) $12,847 Shares 215,519 Est. Cost $51.34 Unrealized 0.0%
FOXA Fox Corporation Class A 0.9%
Value ($000) $12,738 Shares 352,750 Est. Cost $32.85 Unrealized 0.0%
STLA Stellantis N.V. 0.9%
Value ($000) $12,388 Shares 696,325 Est. Cost $17.79 Unrealized
EPSN Epsilon Energy Ltd. 0.9%
Value ($000) $12,340 Shares 3,168,133 Est. Cost $3.56 Unrealized -9.3%
RSP Invesco S&P 500 Equal Weight E 0.8%
Value ($000) $11,565 Shares 81,642 Est. Cost $110.99 Unrealized
TSM Taiwan Semiconductor-SP ADR 0.8%
Value ($000) $11,391 Shares 96,306 Est. Cost $55.75 Unrealized
EPAC Enerpac Tool Group Corp 0.8%
Value ($000) $11,113 Shares 425,459 Est. Cost $21.99 Unrealized +7.4%
CTRA Cabot Oil & Gas 0.8%
Value ($000) $11,019 Shares 586,735 Est. Cost $15.52 Unrealized -8.0%
BEN Franklin Resources, Inc. 0.8%
Value ($000) $10,850 Shares 366,552 Est. Cost $21.47 Unrealized 0.0%
KB KB Financial Group Incorporate 0.8%
Value ($000) $10,695 Shares 216,370 Est. Cost $39.60 Unrealized
LEG Leggett & Platt 0.8%
Value ($000) $10,661 Shares 233,537 Est. Cost $42.37 Unrealized +5.0%
Austerlitz Acquisition Corp 0.7%
Value ($000) $10,524 Shares 1,049,254 Est. Cost $10.03 Unrealized
FRME First Merchants Corporation 0.7%
Value ($000) $10,430 Shares 224,294 Est. Cost $25.94 Unrealized +39.7%
Atlantic Bancshares Incorporat 0.7%
Value ($000) $10,216 Shares 423,907 Est. Cost $18.31 Unrealized
FBIN Fortune Brands Home & Security 0.7%
Value ($000) $10,149 Shares 105,917 Est. Cost $35.94 Unrealized +95.2%
FIBK First Interstate Bancsys-A 0.7%
Value ($000) $9,957 Shares 216,271 Est. Cost $26.95 Unrealized +24.1%
TCBI Texas Capital Bancshares Inc 0.7%
Value ($000) $9,920 Shares 139,881 Est. Cost $49.39 Unrealized +48.8%
D Dominion Energy Incorporated 0.7%
Value ($000) $9,867 Shares 129,896 Est. Cost $62.37 Unrealized -6.2%
HBNC Horizon Bancorp Incorporated 0.7%
Value ($000) $9,743 Shares 524,390 Est. Cost $18.94 Unrealized -6.1%
Pioneer Natural Resources Comp 0.7%
Value ($000) $9,569 Shares 60,248 Est. Cost $147.63 Unrealized
Soaring Eagle Acquisition Co. 0.7%
Value ($000) $9,557 Shares 944,395 Est. Cost $10.12 Unrealized
NEE Nextera Energy Inc 0.7%
Value ($000) $9,457 Shares 125,071 Est. Cost $62.45 Unrealized +10.2%
BCO The Brink's Company 0.7%
Value ($000) $9,390 Shares 118,513 Est. Cost $50.96 Unrealized +40.0%
WKC World Fuel Services Corporatio 0.6%
Value ($000) $9,084 Shares 258,056 Est. Cost $26.68 Unrealized +27.2%
Store Capital Group 0.6%
Value ($000) $9,071 Shares 270,777 Est. Cost $28.10 Unrealized
MCRI Monarch Casino and Resorts Inc 0.6%
Value ($000) $9,044 Shares 149,184 Est. Cost $61.04 Unrealized 0.0%
TRN Trinity Industries 0.6%
Value ($000) $8,879 Shares 311,645 Est. Cost $17.48 Unrealized +38.8%
Lam Research 0.6%
Value ($000) $8,560 Shares 14,380 Est. Cost $425.72 Unrealized
WOR Worthington Industries Incorpo 0.6%
Value ($000) $8,533 Shares 127,191 Est. Cost $19.39 Unrealized +97.1%
KLAC KLA Corporation 0.6%
Value ($000) $8,351 Shares 25,276 Est. Cost $207.84 Unrealized +37.6%
LAMR Lamar Advertising Company Clas 0.6%
Value ($000) $8,336 Shares 88,759 Est. Cost $83.22 Unrealized
ADUS Addus Homecare Corp. 0.6%
Value ($000) $8,271 Shares 79,082 Est. Cost $86.49 Unrealized +31.7%
FERG1GBX Ferguson PLC 0.6%
Value ($000) $8,173 Shares 68,099 Est. Cost $120.02 Unrealized
APAM Artisan Partners Asset Managem 0.5%
Value ($000) $7,295 Shares 139,830 Est. Cost $32.38 Unrealized +2.3%
PGT Innovations Incorporated 0.5%
Value ($000) $7,039 Shares 278,780 Est. Cost $17.94 Unrealized
HTH Hilltop Holdings Incorporated 0.5%
Value ($000) $6,967 Shares 204,122 Est. Cost $20.33 Unrealized +61.5%
CASY Caseys General Stores 0.5%
Value ($000) $6,946 Shares 32,128 Est. Cost $118.16 Unrealized +64.2%
ARW Arrow Electronics Incorporated 0.5%
Value ($000) $6,913 Shares 62,379 Est. Cost $63.15 Unrealized +64.6%
IMO Imperial Oil Ltd 0.5%
Value ($000) $6,597 Shares 272,832 Est. Cost $13.98 Unrealized +38.9%
VCSH Vanguard S/T Corp Bond ETF 0.5%
Value ($000) $6,561 Shares 79,530 Est. Cost $82.36 Unrealized
EC Ecopetrol SA Sponsored ADR 0.5%
Value ($000) $6,402 Shares 499,380 Est. Cost $12.91 Unrealized
LOVE Lovesac Company 0.4%
Value ($000) $6,109 Shares 107,938 Est. Cost $40.56 Unrealized +36.3%
STAA STAAR Surgical Company 0.4%
Value ($000) $5,991 Shares 56,836 Est. Cost $32.92 Unrealized +204.2%
CALY Callaway Golf Company 0.4%
Value ($000) $5,801 Shares 216,868 Est. Cost $22.02 Unrealized +28.5%
GrafTech International Ltd. 0.4%
Value ($000) $5,728 Shares 468,397 Est. Cost $12.23 Unrealized
CMBM Cambium Networks Corporation 0.4%
Value ($000) $5,441 Shares 116,461 Est. Cost $36.50 Unrealized +8.6%
Lancadia Holdings III Incorpoa 0.4%
Value ($000) $5,281 Shares 527,560 Est. Cost $10.01 Unrealized
KRNT Kornit Digital Limited 0.4%
Value ($000) $5,211 Shares 52,575 Est. Cost $23.30 Unrealized +324.4%
BGS B&G Foods Incorporated 0.4%
Value ($000) $5,163 Shares 166,220 Est. Cost $20.04 Unrealized 0.0%
WINA Winmark Corporation 0.4%
Value ($000) $5,145 Shares 27,596 Est. Cost $153.25 Unrealized +18.6%
DVY iShares Select Dividend ETF 0.3%
Value ($000) $4,804 Shares 42,100 Est. Cost $80.09 Unrealized
VOO Vanguard S&P 500 ETF 0.3%
Value ($000) $4,766 Shares 13,083 Est. Cost $303.74 Unrealized
MBB iShares MBS ETF 0.3%
Value ($000) $4,740 Shares 43,720 Est. Cost $110.40 Unrealized
Axonics Incorporated 0.3%
Value ($000) $4,660 Shares 77,802 Est. Cost $54.36 Unrealized
VIG Vanguard Dividend Appreciation 0.3%
Value ($000) $4,489 Shares 30,520 Est. Cost $127.04 Unrealized
Eargo Incorporated 0.3%
Value ($000) $4,445 Shares 88,988 Est. Cost $48.59 Unrealized
VCIT Vanguard Intermediate-Term Cor 0.3%
Value ($000) $4,409 Shares 47,393 Est. Cost $93.00 Unrealized
EPM Evolution Petroleum Corp 0.3%
Value ($000) $4,350 Shares 1,287,081 Est. Cost $3.58 Unrealized -33.2%
Avid Technology 0.3%
Value ($000) $4,228 Shares 200,297 Est. Cost $20.04 Unrealized
INMD InMode LTD 0.3%
Value ($000) $3,937 Shares 54,402 Est. Cost $17.49 Unrealized +85.5%
ViacomCBS Incorporated 0.3%
Value ($000) $3,914 Shares 86,782 Est. Cost $23.32 Unrealized
EXPI eXp World Holdings Incorporate 0.3%
Value ($000) $3,881 Shares 85,214 Est. Cost $33.09 Unrealized +51.1%
MSFT Microsoft Corp 0.3%
Value ($000) $3,864 Shares 16,392 Est. Cost $152.46 Unrealized +46.2%
VICR Vicor Corporation 0.2%
Value ($000) $3,423 Shares 40,254 Est. Cost $60.68 Unrealized +55.1%
LXFR Luxfer Holdings Plc 0.2%
Value ($000) $3,415 Shares 160,485 Est. Cost $18.81 Unrealized 0.0%
IGSB IShares Short-Term Corporate B 0.2%
Value ($000) $3,386 Shares 61,915 Est. Cost $54.96 Unrealized
MTDR Matador Resources Company 0.2%
Value ($000) $3,232 Shares 137,808 Est. Cost $9.77 Unrealized +104.2%
CDW CDW Corporation 0.2%
Value ($000) $3,178 Shares 19,173 Est. Cost $30.91 Unrealized +355.5%
BL BlackLine Incorporated 0.2%
Value ($000) $3,167 Shares 29,218 Est. Cost $55.86 Unrealized +123.3%
CUE Cue Biopharma Incorporated 0.2%
Value ($000) $3,123 Shares 256,000 Est. Cost $13.72 Unrealized 0.0%
GSHD Goosehead Insurance Incorporat 0.2%
Value ($000) $3,119 Shares 29,099 Est. Cost $29.30 Unrealized +361.9%
ENVA Enova International Incorporat 0.2%
Value ($000) $3,076 Shares 86,689 Est. Cost $23.61 Unrealized +26.8%
SPT Sprout Social Inc Class A 0.2%
Value ($000) $3,058 Shares 52,946 Est. Cost $36.63 Unrealized +71.1%
YALA Yalla Group Limited Sponsored 0.2%
Value ($000) $2,786 Shares 111,386 Est. Cost $14.33 Unrealized
Textainer Group Holdings Limit 0.2%
Value ($000) $2,726 Shares 95,140 Est. Cost $24.31 Unrealized
PLUG Plug Power Incorporated 0.2%
Value ($000) $2,707 Shares 75,526 Est. Cost $3.53 Unrealized +1361.4%
RH RH 0.2%
Value ($000) $2,652 Shares 4,446 Est. Cost $186.76 Unrealized +164.0%
GOOGL Alphabet Inc-Cl A 0.2%
Value ($000) $2,589 Shares 1,255 Est. Cost $53.91 Unrealized +81.7%
ACWI iShares MCSI ACWI ETF 0.2%
Value ($000) $2,558 Shares 26,884 Est. Cost $95.15 Unrealized
Provention Bio Incorporated 0.2%
Value ($000) $2,493 Shares 237,500 Est. Cost $10.50 Unrealized
NVCR Novocure LTD 0.2%
Value ($000) $2,485 Shares 18,797 Est. Cost $51.56 Unrealized +206.8%
ASTE Astec Industries Inc 0.2%
Value ($000) $2,474 Shares 32,801 Est. Cost $51.07 Unrealized +25.3%
North Atlantic Acquisition - A 0.2%
Value ($000) $2,303 Shares 231,486 Est. Cost $9.95 Unrealized
CRNC Cerence Incorporated 0.2%
Value ($000) $2,288 Shares 25,543 Est. Cost $34.07 Unrealized +223.0%
ARCC Ares Capital Corporation 0.2%
Value ($000) $2,245 Shares 120,008 Est. Cost $6.89 Unrealized +65.2%
Gores Guggenheim Inc 0.2%
Value ($000) $2,194 Shares 220,900 Est. Cost $9.93 Unrealized
KAI Kadant Incorporated 0.2%
Value ($000) $2,171 Shares 11,735 Est. Cost $126.54 Unrealized +23.6%
FNF Fidelity National Financial In 0.1%
Value ($000) $2,128 Shares 52,342 Est. Cost $20.00 Unrealized +50.9%
STZ Constellation Brands Inc-A 0.1%
Value ($000) $2,058 Shares 9,026 Est. Cost $168.32 Unrealized +23.6%
AMZN Amazon.com Inc 0.1%
Value ($000) $2,030 Shares 656 Est. Cost $89.93 Unrealized +76.3%
BRK/B Berkshire Hathaway Inc Del Cl 0.1%
Value ($000) $2,002 Shares 7,838 Est. Cost $123.99 Unrealized +95.9%
Brightcove Incorporated 0.1%
Value ($000) $2,001 Shares 99,477 Est. Cost $19.83 Unrealized
AXP American Express Company 0.1%
Value ($000) $1,973 Shares 13,955 Est. Cost $65.35 Unrealized +90.3%
HTGC Hercules Technology Growth Cap 0.1%
Value ($000) $1,969 Shares 122,823 Est. Cost $13.78 Unrealized +12.5%
MAIN Main Street Capital Corp Com 0.1%
Value ($000) $1,966 Shares 50,225 Est. Cost $36.62 Unrealized -4.1%
AZO Autozone 0.1%
Value ($000) $1,897 Shares 1,351 Est. Cost $1112.82 Unrealized +11.3%
AXGN AxoGen Incorporated 0.1%
Value ($000) $1,867 Shares 92,144 Est. Cost $18.32 Unrealized +7.8%
Austerlitz Acquisition Corp 0.1%
Value ($000) $1,807 Shares 179,965 Est. Cost $10.04 Unrealized
TSLX Sixth Street Specialty Lending 0.1%
Value ($000) $1,801 Shares 85,648 Est. Cost $16.62 Unrealized +29.2%
Pontem Corporation Class A 0.1%
Value ($000) $1,766 Shares 182,454 Est. Cost $9.68 Unrealized
TJX TJX Companies 0.1%
Value ($000) $1,756 Shares 26,535 Est. Cost $41.53 Unrealized +50.0%
L Catterton Asia Acquisition C 0.1%
Value ($000) $1,745 Shares 175,425 Est. Cost $9.95 Unrealized
THRM Gentherm Incorporated 0.1%
Value ($000) $1,743 Shares 23,515 Est. Cost $59.49 Unrealized +19.3%
CVNA Carvana Company 0.1%
Value ($000) $1,742 Shares 6,640 Est. Cost $51.83 Unrealized +431.8%
MEG Montrose Environmental Group I 0.1%
Value ($000) $1,738 Shares 34,637 Est. Cost $42.25 Unrealized 0.0%
AVGO Broadcom Incorporated 0.1%
Value ($000) $1,738 Shares 3,748 Est. Cost $23.93 Unrealized +74.0%
UPBD Rent A Center Incorporated 0.1%
Value ($000) $1,723 Shares 29,890 Est. Cost $33.96 Unrealized +54.1%
VCEL Vericel Corporation 0.1%
Value ($000) $1,707 Shares 30,733 Est. Cost $23.80 Unrealized +90.1%
PBI Pitney Bowes 0.1%
Value ($000) $1,705 Shares 206,973 Est. Cost $8.57 Unrealized 0.0%
CVX Chevron Corporation New 0.1%
Value ($000) $1,668 Shares 15,914 Est. Cost $81.58 Unrealized -2.5%
MDT Medtronic PLC Shares 0.1%
Value ($000) $1,656 Shares 14,018 Est. Cost $64.89 Unrealized +56.7%
UNP Union Pacific Corporation 0.1%
Value ($000) $1,641 Shares 7,445 Est. Cost $70.48 Unrealized +166.9%
PTON Peloton Interactive Incorporat 0.1%
Value ($000) $1,632 Shares 14,514 Est. Cost $76.77 Unrealized +72.8%
Ross Acquisition Corp II 0.1%
Value ($000) $1,627 Shares 163,358 Est. Cost $9.96 Unrealized
BEAM Beam Therapeutics Incorporated 0.1%
Value ($000) $1,626 Shares 20,309 Est. Cost $80.20 Unrealized +18.6%
NTRA Natera Incorporated 0.1%
Value ($000) $1,616 Shares 15,911 Est. Cost $72.30 Unrealized +51.5%
BBDC Barings BDC Incorporated 0.1%
Value ($000) $1,594 Shares 159,748 Est. Cost $4.86 Unrealized +16.5%
LHX L3Harris Technologies Incorpor 0.1%
Value ($000) $1,594 Shares 7,867 Est. Cost $182.00 Unrealized -6.8%
VCYT Veracyte Inc 0.1%
Value ($000) $1,590 Shares 29,587 Est. Cost $52.22 Unrealized +10.3%
Pimco Corp & Income Strategy F 0.1%
Value ($000) $1,559 Shares 90,000 Est. Cost $17.26 Unrealized
VMC Vulcan Materials Company 0.1%
Value ($000) $1,553 Shares 9,201 Est. Cost $117.40 Unrealized +32.8%
MRNA Moderna Incorporated 0.1%
Value ($000) $1,536 Shares 11,726 Est. Cost $47.07 Unrealized +207.9%
BRSL International Game Technology 0.1%
Value ($000) $1,527 Shares 95,113 Est. Cost $8.64 Unrealized +44.2%
Oaktree Speciality Lending Coo 0.1%
Value ($000) $1,525 Shares 245,972 Est. Cost $4.55 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,515 Shares 6,841 Est. Cost $184.98 Unrealized 0.0%
VEA Vanguard FTSE Developed ETF 0.1%
Value ($000) $1,513 Shares 30,809 Est. Cost $43.70 Unrealized
CSTL Castle Biosciences Inc 0.1%
Value ($000) $1,501 Shares 21,920 Est. Cost $50.99 Unrealized +47.4%
MGNI Magnite, Inc. 0.1%
Value ($000) $1,495 Shares 35,921 Est. Cost $15.13 Unrealized +186.3%
HD Home Depot Inc 0.1%
Value ($000) $1,494 Shares 4,895 Est. Cost $180.54 Unrealized +35.4%
Priveterra Acquisition Corpora 0.1%
Value ($000) $1,449 Shares 145,740 Est. Cost $9.94 Unrealized
FND Floor & Decor Holdings Incorpo 0.1%
Value ($000) $1,409 Shares 14,758 Est. Cost $40.32 Unrealized +141.5%
ABT Abbott Laboratories 0.1%
Value ($000) $1,407 Shares 11,743 Est. Cost $97.05 Unrealized +11.9%
DLX Deluxe 0.1%
Value ($000) $1,399 Shares 33,349 Est. Cost $28.66 Unrealized 0.0%
UPWK Upwork Incorporated 0.1%
Value ($000) $1,397 Shares 31,211 Est. Cost $31.60 Unrealized +46.0%
GBDC Golub Cap Bdc Inc Com 0.1%
Value ($000) $1,393 Shares 95,293 Est. Cost $7.93 Unrealized +13.2%
PACB Pacific Biosciences of Califor 0.1%
Value ($000) $1,387 Shares 41,644 Est. Cost $20.12 Unrealized +74.0%
QTRX Quanterix Corporation 0.1%
Value ($000) $1,354 Shares 23,154 Est. Cost $36.20 Unrealized +86.8%
OBDC Owl Rock Capital Corp 0.1%
Value ($000) $1,353 Shares 98,262 Est. Cost $6.64 Unrealized +20.4%
WK Workiva, Inc. Class A 0.1%
Value ($000) $1,346 Shares 15,251 Est. Cost $73.09 Unrealized +35.4%
LMT Lockheed Martin 0.1%
Value ($000) $1,333 Shares 3,608 Est. Cost $319.92 Unrealized -6.2%
Sandbridge X2 Corp 0.1%
Value ($000) $1,261 Shares 126,225 Est. Cost $9.99 Unrealized
USFD US Foods Holding Corporation 0.1%
Value ($000) $1,236 Shares 32,430 Est. Cost $27.81 Unrealized +30.0%
TCPC BlackRock TCP Capital Corp 0.1%
Value ($000) $1,234 Shares 89,223 Est. Cost $14.57 Unrealized -12.8%
DOL Wisdom Tree Intl LV DVD Fund 0.1%
Value ($000) $1,223 Shares 25,850 Est. Cost $46.65 Unrealized
CHGG Chegg Incorporated 0.1%
Value ($000) $1,220 Shares 14,239 Est. Cost $20.38 Unrealized +367.6%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $1,218 Shares 5,505 Est. Cost $169.21 Unrealized
II-VI Inc 0.1%
Value ($000) $1,202 Shares 17,577 Est. Cost $72.97 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $1,196 Shares 10,946 Est. Cost $50.00 Unrealized +88.0%
FMC FMC 0.1%
Value ($000) $1,195 Shares 10,808 Est. Cost $84.96 Unrealized +11.5%
TXRH Texas Roadhouse Incorporated 0.1%
Value ($000) $1,193 Shares 12,434 Est. Cost $59.90 Unrealized +33.9%
TWI Titan International Incorporat 0.1%
Value ($000) $1,186 Shares 127,843 Est. Cost $7.84 Unrealized 0.0%
NMFC New Mtn Fin Corp Com 0.1%
Value ($000) $1,167 Shares 94,078 Est. Cost $5.57 Unrealized +27.7%
TPICQ TPI Composites Incorporated 0.1%
Value ($000) $1,165 Shares 20,650 Est. Cost $26.12 Unrealized +130.2%
DRI Darden Restaurants 0.1%
Value ($000) $1,144 Shares 8,054 Est. Cost $83.16 Unrealized +35.5%
TRS Trimas Corporation 0.1%
Value ($000) $1,136 Shares 37,464 Est. Cost $24.22 Unrealized +36.0%
LPRO Open Lending Corporation Class 0.1%
Value ($000) $1,133 Shares 31,976 Est. Cost $30.58 Unrealized +23.3%
CSD Invesco S&P Spinoff ETF 0.1%
Value ($000) $1,131 Shares 17,980 Est. Cost $54.84 Unrealized
PHR Phreesia Incorporated 0.1%
Value ($000) $1,114 Shares 21,380 Est. Cost $48.06 Unrealized +31.1%
TSLA Tesla Motors Inc 0.1%
Value ($000) $1,109 Shares 1,660 Est. Cost $80.01 Unrealized +213.8%
W Wayfair Incorporated 0.1%
Value ($000) $1,106 Shares 3,513 Est. Cost $230.37 Unrealized +28.1%
MTN Vail Resorts Inc 0.1%
Value ($000) $1,089 Shares 3,735 Est. Cost $214.24 Unrealized +35.9%
CPK Chesapeake Utilities 0.1%
Value ($000) $1,076 Shares 9,270 Est. Cost $77.57 Unrealized +26.6%
TWST Twist Bioscience Corporation 0.1%
Value ($000) $1,076 Shares 8,690 Est. Cost $91.42 Unrealized +66.1%
Diebold Nixdorf Incorporated 0.1%
Value ($000) $1,076 Shares 76,172 Est. Cost $14.13 Unrealized
Thunder Bridge Capital Partner 0.1%
Value ($000) $1,071 Shares 108,330 Est. Cost $9.89 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $1,070 Shares 4,777 Est. Cost $186.10 Unrealized +2.8%
EXAS Exact Sciences Corporation 0.1%
Value ($000) $1,067 Shares 8,097 Est. Cost $123.23 Unrealized +11.1%
Party City Holdco Incorporated 0.1%
Value ($000) $1,038 Shares 178,941 Est. Cost $6.00 Unrealized
NanoString Technologies Inc 0.1%
Value ($000) $1,030 Shares 15,669 Est. Cost $66.43 Unrealized
Hanesbrands Incorporated 0.1%
Value ($000) $1,017 Shares 51,695 Est. Cost $19.67 Unrealized
FS KKR Capital Corp. II 0.1%
Value ($000) $1,009 Shares 51,643 Est. Cost $16.41 Unrealized
ITHAX Acquisition Corp 0.1%
Value ($000) $1,003 Shares 100,055 Est. Cost $10.02 Unrealized
Cree Incorporated 0.1%
Value ($000) $998 Shares 9,226 Est. Cost $80.76 Unrealized
FSK FS KKR Capital Corporation 0.1%
Value ($000) $986 Shares 49,707 Est. Cost $6.35 Unrealized +46.9%
Acceleron Pharma Inc 0.1%
Value ($000) $980 Shares 7,230 Est. Cost $90.86 Unrealized
UPST Upstart Holdings, Inc. 0.1%
Value ($000) $978 Shares 7,589 Est. Cost $76.68 Unrealized 0.0%
VGSH Vanguard Short-Term Treasury E 0.1%
Value ($000) $956 Shares 15,535 Est. Cost $61.94 Unrealized
SICPQ Silvergate Capital Corp. Class 0.1%
Value ($000) $948 Shares 6,669 Est. Cost $118.62 Unrealized 0.0%
T A T & T Inc New 0.1%
Value ($000) $934 Shares 30,850 Est. Cost $13.54 Unrealized +19.3%
ORGO Organogenesis Holdings, Inc. C 0.1%
Value ($000) $923 Shares 50,652 Est. Cost $13.55 Unrealized 0.0%
HASI Hannon Armstrong Sustainable I 0.1%
Value ($000) $922 Shares 16,435 Est. Cost $30.07 Unrealized +56.4%
Haymaker Acquisition Corp II 0.1%
Value ($000) $908 Shares 91,365 Est. Cost $9.94 Unrealized
NTAP NetApp Incorporated 0.1%
Value ($000) $908 Shares 12,496 Est. Cost $48.21 Unrealized +23.9%
IGIB IShares Intermediate-Term Corp 0.1%
Value ($000) $904 Shares 15,270 Est. Cost $61.07 Unrealized
URI United Rentals 0.1%
Value ($000) $897 Shares 2,725 Est. Cost $144.01 Unrealized +90.5%
DIS Walt Disney Co/The 0.1%
Value ($000) $863 Shares 4,677 Est. Cost $143.00 Unrealized +26.0%
TDOC Teladoc Health Incorporated 0.1%
Value ($000) $861 Shares 4,738 Est. Cost $129.34 Unrealized +79.3%
FTAC HERA Acquisition Corp 0.1%
Value ($000) $859 Shares 85,995 Est. Cost $9.99 Unrealized
ULTA Ulta Salon Cosmetics & Fragran 0.1%
Value ($000) $832 Shares 2,690 Est. Cost $249.33 Unrealized +24.6%
VOYA Voya Financial Incorporated 0.1%
Value ($000) $827 Shares 12,999 Est. Cost $36.12 Unrealized +52.3%
SLRC SLR Investment Corp 0.1%
Value ($000) $824 Shares 46,387 Est. Cost $9.16 Unrealized +21.4%
KBR KBR Incorporated 0.1%
Value ($000) $804 Shares 20,944 Est. Cost $30.25 Unrealized 0.0%
SCHW Charles Schwab Corp. 0.1%
Value ($000) $799 Shares 12,253 Est. Cost $50.66 Unrealized +12.4%
DLN Wisdomtree Largecap Div Largec 0.1%
Value ($000) $770 Shares 6,714 Est. Cost $84.76 Unrealized
LMND Lemonade Inc 0.1%
Value ($000) $755 Shares 8,104 Est. Cost $107.92 Unrealized +19.7%
OMCL Omnicell Incorporated 0.1%
Value ($000) $750 Shares 5,775 Est. Cost $128.25 Unrealized 0.0%
FDUS Fidus Invt Corp Com 0.1%
Value ($000) $742 Shares 47,727 Est. Cost $5.83 Unrealized +39.3%
Forum Merger IV Corporation 0.1%
Value ($000) $742 Shares 75,000 Est. Cost $9.89 Unrealized
Alpha Capital Acquisition Co 0.1%
Value ($000) $739 Shares 73,924 Est. Cost $10.00 Unrealized
Authentic Equity Acquisition-A 0.1%
Value ($000) $736 Shares 75,904 Est. Cost $9.70 Unrealized
GH Guardant Health Incorporated 0.1%
Value ($000) $730 Shares 4,785 Est. Cost $65.71 Unrealized +130.0%
VRAYQ ViewRay Incorporated 0.0%
Value ($000) $692 Shares 159,055 Est. Cost $4.86 Unrealized 0.0%
MIDD Middleby Corporation 0.0%
Value ($000) $692 Shares 4,172 Est. Cost $85.13 Unrealized +72.9%
SCM Stellus Capital Investment Cor 0.0%
Value ($000) $689 Shares 54,246 Est. Cost $12.55 Unrealized -8.7%
WHF Whitehorse Finance Incorporate 0.0%
Value ($000) $687 Shares 45,298 Est. Cost $13.70 Unrealized +5.6%
Turning Point Therapeutics Inc 0.0%
Value ($000) $686 Shares 7,248 Est. Cost $52.67 Unrealized
AHCO AdaptHealth Corp. Class A 0.0%
Value ($000) $683 Shares 18,583 Est. Cost $35.32 Unrealized 0.0%
BX The Blackstone Group LP 0.0%
Value ($000) $674 Shares 9,050 Est. Cost $39.22 Unrealized +49.4%
MGNX MacroGenics Inc 0.0%
Value ($000) $672 Shares 21,112 Est. Cost $24.28 Unrealized 0.0%
CPRI Capri Holdings Limited 0.0%
Value ($000) $666 Shares 13,050 Est. Cost $47.10 Unrealized 0.0%
CSWC Capital Southwest Corporation 0.0%
Value ($000) $664 Shares 29,970 Est. Cost $8.35 Unrealized +39.2%
ARES Ares Management Corporation 0.0%
Value ($000) $660 Shares 11,775 Est. Cost $33.84 Unrealized +28.3%
Triton International Ltd. Clas 0.0%
Value ($000) $652 Shares 11,853 Est. Cost $51.49 Unrealized
JLL Jones Lang LaSalle Incorporate 0.0%
Value ($000) $642 Shares 3,583 Est. Cost $162.97 Unrealized 0.0%
LEN Lennar Corp Class A 0.0%
Value ($000) $641 Shares 6,334 Est. Cost $56.86 Unrealized +37.9%
AAPL Apple Inc 0.0%
Value ($000) $632 Shares 5,175 Est. Cost $99.19 Unrealized +26.1%
Mason Industrial Technology 0.0%
Value ($000) $619 Shares 62,268 Est. Cost $9.94 Unrealized
CSGP CoStar Group Inc 0.0%
Value ($000) $601 Shares 731 Est. Cost $40.24 Unrealized +114.5%
META Facebook Inc-A 0.0%
Value ($000) $588 Shares 1,997 Est. Cost $267.39 Unrealized 0.0%
Marvell Technology Group LTD.o 0.0%
Value ($000) $560 Shares 11,436 Est. Cost $42.10 Unrealized
Hess Corp 0.0%
Value ($000) $552 Shares 7,794 Est. Cost $52.76 Unrealized
TROW T. Rowe Price Group 0.0%
Value ($000) $552 Shares 3,217 Est. Cost $83.93 Unrealized +57.2%
TZP Strategies Acquistion Cl A 0.0%
Value ($000) $544 Shares 56,031 Est. Cost $9.71 Unrealized
AIN Albany International Corporati 0.0%
Value ($000) $540 Shares 6,465 Est. Cost $74.73 Unrealized 0.0%
FAST Fastenal 0.0%
Value ($000) $534 Shares 10,620 Est. Cost $16.59 Unrealized +28.3%
SHV iShares Short Treasury Bond ET 0.0%
Value ($000) $504 Shares 4,560 Est. Cost $110.96 Unrealized
AXON Axon Enterprise Incorporated 0.0%
Value ($000) $502 Shares 3,524 Est. Cost $70.25 Unrealized +121.9%
Ritchie Bros. Auctioneers Inco 0.0%
Value ($000) $502 Shares 8,580 Est. Cost $69.55 Unrealized
Z Zillow Group Incorporated Clas 0.0%
Value ($000) $490 Shares 3,779 Est. Cost $49.64 Unrealized +198.9%
ATOM Atomera Inc. 0.0%
Value ($000) $490 Shares 20,000 Est. Cost $29.25 Unrealized 0.0%
Diamondhead Holdings Corp 0.0%
Value ($000) $486 Shares 49,000 Est. Cost $9.92 Unrealized
TRIN Trinity Capital Inc 0.0%
Value ($000) $476 Shares 31,914 Est. Cost $7.40 Unrealized 0.0%
XPO XPO Logistics Inc 0.0%
Value ($000) $471 Shares 3,820 Est. Cost $23.53 Unrealized +76.3%
NOW ServiceNow Inc 0.0%
Value ($000) $471 Shares 942 Est. Cost $19.11 Unrealized +452.5%
Tailwind International Acquisi 0.0%
Value ($000) $465 Shares 47,000 Est. Cost $9.89 Unrealized
ADT ADT Incorporated 0.0%
Value ($000) $459 Shares 54,362 Est. Cost $7.73 Unrealized 0.0%
MO Altria Group Inc 0.0%
Value ($000) $454 Shares 8,880 Est. Cost $27.44 Unrealized +10.8%
Spartan Acquisition Corporatio 0.0%
Value ($000) $451 Shares 45,000 Est. Cost $10.02 Unrealized
QNST QuinStreet Incorporated 0.0%
Value ($000) $439 Shares 21,621 Est. Cost $20.20 Unrealized +11.4%
SGI Tempur Sealy International Inc 0.0%
Value ($000) $432 Shares 11,808 Est. Cost $22.64 Unrealized +43.0%
CCL Carnival Corporation 0.0%
Value ($000) $423 Shares 15,935 Est. Cost $17.78 Unrealized +32.7%
TER Teradyne Incorporated 0.0%
Value ($000) $422 Shares 3,469 Est. Cost $63.68 Unrealized +93.4%
Horizon Therapeutics PLC 0.0%
Value ($000) $421 Shares 4,570 Est. Cost $36.05 Unrealized
DraftKings Inc 0.0%
Value ($000) $421 Shares 6,865 Est. Cost $33.80 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $420 Shares 7,220 Est. Cost $30.99 Unrealized +36.3%
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $418 Shares 8,513 Est. Cost $41.38 Unrealized
General Electric Co 0.0%
Value ($000) $417 Shares 31,762 Est. Cost $13.13 Unrealized
ETSY Etsy Incorporated 0.0%
Value ($000) $416 Shares 2,063 Est. Cost $55.55 Unrealized +276.8%
UHAL Amerco Incorporated 0.0%
Value ($000) $415 Shares 677 Est. Cost $41.06 Unrealized +29.5%
ITT ITT Industries Incorporated 0.0%
Value ($000) $414 Shares 4,556 Est. Cost $55.64 Unrealized +48.2%
IRM Iron Mountain 0.0%
Value ($000) $412 Shares 11,120 Est. Cost $21.13 Unrealized +28.8%
AVY Avery Dennison 0.0%
Value ($000) $404 Shares 2,202 Est. Cost $137.69 Unrealized +14.2%
XOP SPDR S&P Oil & Gas Exp 0.0%
Value ($000) $401 Shares 4,935 Est. Cost $55.42 Unrealized
VEU Vanguard FTSE All-World Ex-US 0.0%
Value ($000) $397 Shares 6,535 Est. Cost $49.66 Unrealized
FLR Fluor Corporation 0.0%
Value ($000) $396 Shares 17,153 Est. Cost $14.16 Unrealized +37.2%
ASML ASML Holding NV-NY Reg Shs 0.0%
Value ($000) $390 Shares 631 Est. Cost $369.62 Unrealized
View Incorporated 0.0%
Value ($000) $380 Shares 51,350 Est. Cost $7.40 Unrealized
WAL Western Alliance Bancorp 0.0%
Value ($000) $374 Shares 3,956 Est. Cost $74.55 Unrealized 0.0%
PTC PTC Incorporated 0.0%
Value ($000) $373 Shares 2,713 Est. Cost $133.13 Unrealized 0.0%
LRN Stride Incorporated 0.0%
Value ($000) $373 Shares 12,388 Est. Cost $25.05 Unrealized +3.6%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $371 Shares 2,586 Est. Cost $118.57 Unrealized +19.6%
DLB Dolby Laboratories Incorporate 0.0%
Value ($000) $359 Shares 3,634 Est. Cost $76.44 Unrealized +16.1%
PWR Quanta Services 0.0%
Value ($000) $352 Shares 4,004 Est. Cost $46.03 Unrealized +71.5%
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $351 Shares 5,498 Est. Cost $58.00 Unrealized 0.0%
GTES Gates Industrial Corporation p 0.0%
Value ($000) $342 Shares 21,374 Est. Cost $15.46 Unrealized 0.0%
1Life Healthcare Inc 0.0%
Value ($000) $329 Shares 8,406 Est. Cost $43.64 Unrealized
Arista Networks Inc 0.0%
Value ($000) $328 Shares 1,085 Est. Cost $292.16 Unrealized
Danimer Scientific, Inc. Class 0.0%
Value ($000) $316 Shares 8,369 Est. Cost $37.76 Unrealized
CGNX Cognex Corporation 0.0%
Value ($000) $314 Shares 3,789 Est. Cost $53.63 Unrealized +50.7%
VMI Valmont Industries Inc 0.0%
Value ($000) $310 Shares 1,306 Est. Cost $221.79 Unrealized 0.0%
ALNY Alnylam Pharmaceuticals Incorp 0.0%
Value ($000) $301 Shares 2,133 Est. Cost $150.49 Unrealized 0.0%
LYFT Lyft Inc Class A 0.0%
Value ($000) $289 Shares 4,582 Est. Cost $55.82 Unrealized 0.0%
Aptiv PLC 0.0%
Value ($000) $287 Shares 2,080 Est. Cost $97.80 Unrealized
Regis Corporation 0.0%
Value ($000) $286 Shares 22,784 Est. Cost $12.55 Unrealized
CRWD CrowdStrike Holdings Inc Class 0.0%
Value ($000) $268 Shares 1,469 Est. Cost $56.47 Unrealized +274.7%
TRIP Tripadvisor Inc 0.0%
Value ($000) $265 Shares 4,925 Est. Cost $24.07 Unrealized +78.2%
DPZ Domino's Pizza Incorporated 0.0%
Value ($000) $264 Shares 719 Est. Cost $298.91 Unrealized +16.0%
MOH Molina Healthcare Incorporated 0.0%
Value ($000) $260 Shares 1,114 Est. Cost $171.31 Unrealized +30.2%
ZUMZ Zumiez Incorporated 0.0%
Value ($000) $257 Shares 5,988 Est. Cost $33.69 Unrealized +32.2%
NVDA Nvidia Corp 0.0%
Value ($000) $250 Shares 469 Est. Cost $11.60 Unrealized +15.6%
KMI Kinder Morgan, Inc. 0.0%
Value ($000) $245 Shares 14,743 Est. Cost $14.47 Unrealized -20.1%
RELX RELX PLC 0.0%
Value ($000) $241 Shares 9,567 Est. Cost $23.67 Unrealized
ESTC Elastic NV 0.0%
Value ($000) $239 Shares 2,151 Est. Cost $98.16 Unrealized +44.7%
NVO Novo Nordisk A/S 0.0%
Value ($000) $237 Shares 3,514 Est. Cost $62.76 Unrealized
CC Neuberger Principal Holding 0.0%
Value ($000) $225 Shares 22,500 Est. Cost $10.00 Unrealized
PODD Insulet Corporation 0.0%
Value ($000) $220 Shares 844 Est. Cost $64.85 Unrealized +313.0%
WGO Winnebago Industries Inc 0.0%
Value ($000) $219 Shares 2,857 Est. Cost $51.06 Unrealized +41.3%
MBUU Malibu Boats 0.0%
Value ($000) $216 Shares 2,717 Est. Cost $44.66 Unrealized +72.7%
KKR Acquisition Holdings I C 0.0%
Value ($000) $214 Shares 21,330 Est. Cost $10.03 Unrealized
GNRC Generac Holdings Incorporated 0.0%
Value ($000) $210 Shares 642 Est. Cost $294.70 Unrealized 0.0%
Pontem Corporation 0.0%
Value ($000) $210 Shares 21,200 Est. Cost $9.91 Unrealized
BCS Barclays PLC-Spon ADR 0.0%
Value ($000) $210 Shares 20,564 Est. Cost $7.99 Unrealized
RIO Rio Tinto PLC Spon ADR 0.0%
Value ($000) $206 Shares 2,657 Est. Cost $51.10 Unrealized
VTR Ventas Inc. 0.0%
Value ($000) $203 Shares 3,810 Est. Cost $43.25 Unrealized 0.0%
North Atlantic Acquisition 0.0%
Value ($000) $149 Shares 15,000 Est. Cost $9.93 Unrealized
Velocity Acquisition Corp 0.0%
Value ($000) $128 Shares 13,005 Est. Cost $9.84 Unrealized
Primavera Capital Acquistion 0.0%
Value ($000) $114 Shares 11,110 Est. Cost $10.26 Unrealized
North Atlantic Acquistion - CW 0.0%
Value ($000) $72 Shares 119,817 Est. Cost $0.60 Unrealized
Pontem Corp Class A CW27 0.0%
Value ($000) $66 Shares 87,758 Est. Cost $0.75 Unrealized
Authentic Equity Acquisition - 0.0%
Value ($000) $24 Shares 37,952 Est. Cost $0.63 Unrealized
Primavera Cap Acq Cl A -CW26 0.0%
Value ($000) $18 Shares 22,151 Est. Cost $0.81 Unrealized
Diamondhead Holdings a - CW28 0.0%
Value ($000) $15 Shares 25,000 Est. Cost $0.60 Unrealized
Leo Holdings II CL A - CW38 0.0%
Value ($000) $14 Shares 20,000 Est. Cost $0.70 Unrealized
TZP Strategies - CL A - CW27 0.0%
Value ($000) $13 Shares 18,677 Est. Cost $0.70 Unrealized